Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

AWS re:Invent 2023

• https://twitter.com/PatrickMoorhead/status/1728498445122740623
• https://twitter.com/PatrickMoorhead/status/1729532686191190154
• https://twitter.com/PatrickMoorhead/status/1729540845542793517
• https://twitter.com/PatrickMoorhead/status/1729580167574806796
• https://twitter.com/PatrickMoorhead/status/1729539741698396628
• https://twitter.com/PatrickMoorhead/status/1729909821493932146
• https://twitter.com/PatrickMoorhead/status/1729911611329278270
• https://twitter.com/PatrickMoorhead/status/1729936030382592130
• https://twitter.com/SixFivePodcast/status/1730007455193821296
• https://twitter.com/PatrickMoorhead/status/1730057172372070425
• https://twitter.com/danielnewmanUV/status/1729937211381182848

 

VMWare & Broadcom Together…Finally 

• https://twitter.com/PatrickMoorhead/status/1727331891265536450
• https://twitter.com/PatrickMoorhead/status/1727340696405995563
• https://twitter.com/SixFivePodcast/status/1727344908502188061

 

Apple Abandoning Home-Grown Modems?

• https://twitter.com/PatrickMoorhead/status/1730150145638248713
• https://twitter.com/PatrickMoorhead/status/1730150464501776870
• https://twitter.com/PatrickMoorhead/status/1730150557002961319
• https://twitter.com/danielnewmanUV/status/1730008476989227044

 

Salesforce Q3 Earnings 

• https://twitter.com/danielnewmanUV/status/1730012066415841496
• https://www.salesforce.com/news/press-releases/2023/11/29/fy24-q3-earnings/
• https://mail.google.com/mail/u/0/#inbox/FMfcgzGwHxqHjNMkTfRLWztMfwWHqHJG

 

Synopsys Q4 Earnings 

• https://twitter.com/danielnewmanUV/status/1730237238225580144
• https://investor.synopsys.com/financials/quarterly-results/default.aspx
• https://mail.google.com/mail/u/0/#inbox/FMfcgzGwHxqHPlBrwTwHVkvrJVmLBKld

 

Pure Storage Q3 Earnings 

• https://twitter.com/danielnewmanUV/status/1729982523923697796
• https://www.prnewswire.com/news-releases/pure-storage-announces-third-quarter-fiscal-2024-financial-results-302001083.htm
• https://investor.purestorage.com/news-and-events/press-releases/press-release-details/2023/Pure-Storage-Announces-Third-Quarter-Fiscal-2024-Financial-Results/default.aspx

 

HPE Q4 Earnings 

• https://twitter.com/danielnewmanUV/status/1729867710971154603
• https://www.washingtonpost.com/business/2023/11/28/earns-hewlett-packard-enterprise/0550a830-8e35-11ee-95e1-edd75d825df0_story.html

 

Zoom Q3 Earnings

• https://twitter.com/PatrickMoorhead/status/1726967420269568334
• https://twitter.com/danielnewmanUV/status/1726950372999417860
• https://www.nasdaq.com/articles/zoom-zm-q3-earnings-beat-customer-growth-drives-revenues#:~:text=Zoom's%20ZM%20third%2Dquarter%20fiscal,strong%20growth%20from%20Enterprise%20customers.

 

Nvidia Q3 Earnings 

• https://twitter.com/PatrickMoorhead/status/1727111924565909729
• https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-third-quarter-fiscal-2024
• https://twitter.com/danielnewmanUV/status/1727079545046487102
• https://twitter.com/danielnewmanUV/status/1727097338764644862

 

HP Q4 Earnings

• https://investor.hp.com/news/press-release-details/2023/HP-Inc.-Reports-Fiscal-2023-Full-Year-and-Fourth-Quarter-Results/default.aspx
• https://s2.q4cdn.com/602190090/files/doc_earnings/2023/q4/supplemental-info/Q423-HP-Inc-Earnings-Summary.pdf

 

Open AI Debacle Resolved?

• https://twitter.com/PatrickMoorhead/status/1726703268049658112
• https://twitter.com/PatrickMoorhead/status/1726616697036255514
• https://twitter.com/PatrickMoorhead/status/1726584473796661661
• https://twitter.com/PatrickMoorhead/status/1725972537111154852
• https://twitter.com/PatrickMoorhead/status/1725892719506059281
• https://twitter.com/danielnewmanUV/status/1726623432060911738
• https://twitter.com/danielnewmanUV/status/1726333974245515325
• https://twitter.com/PatrickMoorhead/status/1727207264111710329
• https://twitter.com/danielnewmanUV/status/1727316323548766349

 

Dell Q3 FY 24 Earnings

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.